Aryeh Capital Management Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Aryeh Capital Management Ltd. reported 10 stock positions worth $155.7 million. Its top holding was Global Payments (GPN) at 16.8% of the portfolio, followed by Willis Towers Watson (WTW, 15.0%) and Fiserv (FISV, 14.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 3 and reduced 1. The biggest buy was a new position in Aon Class A (AON) and the biggest sale an exit from HCA Healthcare (HCA).
- Most Recent 13F
- Q4 2025
- Location
- TORONTO, A6
- CIK
- 0001803120
- Portfolio Value
- $155.7M (Q2 2024)
- SEC Filing
- 0001420506-24-001544 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $155.7M
| GPN Global Payments Inc. | 16.79% | 270,381 | $26.1M | Add +9.6% |
| WTW Willis Towers Watson PLC | 14.99% | 89,065 | $23.3M | Add +6.1% |
| FISV Fiserv Inc. | 14.05% | 146,842 | $21.9M | No change |
| USFD US Foods Holding Corp. | 10.17% | 298,998 | $15.8M | No change |
| AER Aercap Holdings NV | 9.48% | 158,485 | $14.8M | Reduce -29.9% |
| AON Aon PLC Class A | 8.07% | 42,800 | $12.6M | New |
| CMCSA Comcast Corp. Class A | 7.86% | 312,706 | $12.2M | No change |
| FTDR Frontdoor Inc. | 7.62% | 351,300 | $11.9M | Add +15.9% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 6.25% | 138,121 | $9.7M | New |
| MCW Mister Car Wash Inc. | 4.71% | 1,031,059 | $7.3M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 12 | $119.5M | WTW, FAF, USFD, IQV, AON |
| Q2 2025 | 13 | $127.7M | WTW, USFD, AER, FTDR, IQV |
| Q1 2025 | 12 | $140.0M | GPN, WTW, USFD, AER, FTDR |
| Q4 2024 | 11 | $166.9M | GPN, WTW, FTDR, USFD, FISV |
| Q3 2024 | 10 | $166.1M | GPN, WTW, FISV, FTDR, USFD |
| Q2 2024 | 10 | $155.7M | GPN, WTW, FISV, USFD, AER |
| Q1 2024 | 9 | $160.3M | GPN, FISV, WTW, AER, USFD |